Virtus Investment Partners (VRTS) Tax Provisions (2010 - 2026)
Virtus Investment Partners (VRTS) reported Tax Provisions of $8.41 million for Q2 2026, down 32.2% from $12.4 million a year earlier but up 17.5% from the prior quarter.
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Analysis
Virtus Investment Partners (VRTS) Tax Provisions (2010 - 2026) Analysis & Trends
Over the twelve months ended Jun 30, 2026, Virtus Investment Partners' Tax Provisions came in at $42.07 million, down 29.4% year-over-year; for FY2025, it was $51.26 million, down 7.5% from FY2024.
- Tax Provisions has a five-year compound annual growth rate of 3.1% (FY2020 to FY2025).
- By year, Tax Provisions came in at $55.42 million in FY2024 (+22.9%), $45.09 million in FY2023 (-21.3%), $57.26 million in FY2022 (-37.0%) and $90.84 million in FY2021 (+106.7%).
- Five-year quarterly Tax Provisions spans a low of $7.15 million in Q1 2026 and a high of $27.46 million in Q4 2021.
- Year over year, Tax Provisions has now declined in each of the last four quarters, with an average decline of 0.3% over the last eight quarters.
- The high point for year-over-year Tax Provisions in five years was Q3 2021 (growth of 115.6%); the low point was Q3 2022 (a decline of 58.4%).
- Per Business Quant data, the three quarters before Q2 2026 came in at $7.15 million (Q1 2026), $13.4 million (Q4 2025) and $13.11 million (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Taxes (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 165.57 Bn | 111.92 Bn | - | 677.00 Mn |
| 2 | Spdr Gold Trust | 134.78 Bn | -423.22 Bn | - | - |
| 3 | Blackstone | 85.82 Bn | 80.74 Bn | - | 452.39 Mn |
| 4 | Kkr | 83.68 Bn | 50.16 Bn | - | 246.11 Mn |
| 5 | Brookfield | 82.01 Bn | -83.38 Bn | 4.47 Bn | -336.00 Mn |
| 6 | Brookfield Asset Management | 71.83 Bn | 68.08 Bn | - | 162.00 Mn |
| 7 | Apollo Global Management | 68.53 Bn | 6.22 Bn | 10.56 Bn | 396.00 Mn |
| 8 | Wheaton Precious Metals | 61.44 Bn | 56.87 Bn | 687.86 Mn | 101.80 Mn |
| 9 | Franco Nevada | 47.81 Bn | 45.18 Bn | 451.00 Mn | 104.90 Mn |
| 10 | Virtus Investment Partners | 870.41 Mn | -853.98 Mn | - | 8.41 Mn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 8.41 Mn |
| Mar 31, 2026 | 7.15 Mn |
| Dec 31, 2025 | 13.40 Mn |
| Sep 30, 2025 | 13.11 Mn |
| Jun 30, 2025 | 12.40 Mn |
| Mar 31, 2025 | 12.35 Mn |
| Dec 31, 2024 | 19.05 Mn |
| Sep 30, 2024 | 15.80 Mn |
| Jun 30, 2024 | 11.75 Mn |
| Mar 31, 2024 | 8.83 Mn |
| Dec 31, 2023 | 13.29 Mn |
| Sep 30, 2023 | 12.18 Mn |
| Jun 30, 2023 | 10.91 Mn |
| Mar 31, 2023 | 8.70 Mn |
| Dec 31, 2022 | 13.29 Mn |
| Sep 30, 2022 | 10.75 Mn |
| Jun 30, 2022 | 16.48 Mn |
| Mar 31, 2022 | 16.74 Mn |
| Dec 31, 2021 | 27.46 Mn |
| Sep 30, 2021 | 25.82 Mn |
API Access
Virtus Investment Partners Tax Provisions API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=tax-provisions&ticker=VRTS&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "tax-provisions", "ticker": "VRTS", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=tax-provisions&ticker=VRTS&period=max&api_key=YOUR_API_KEY");
const data = await res.json();